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CRM implementation for CMOs: 6 Really Simple Questions Apart from the detailed functionality, there are six Really Simple criteria that a CMO should make sure are addressed before the company commits to a new system. Will the evaluation succeed? If Marketing runs the evaluation, chances are Sales and Customers Teams won’t want to use the system. If Sales, Marketing, Customer Services and everyone else is involved in the choice, the final solution risks being overly complicated and will die a slow death once rolled out. Focus on making the system Really Simple to use, and get the balance right between keeping everybody happy and committee paralysis. Will my people use it? Sadly, the number one cause of CRM failure is that the people on the ground won’t use it. Make sure that system is fast and Really Simple to use, does not have features that get in the way of usability that people are bought in to the project, that management reinforces the system’s use and importance. Can we get the data out? Sooner or later you’ll need to get the raw data out of the CRM system, Really Simply, either for analysis or for migration. If you have an in-house system, make sure that the data is stored in an industry standard file system, such as Microsoft SQL Server. If you choose a hosted system, make sure that you can get a complete copy of your data whenever you want in a sensible format. Possession is nine tenths of the law. Will it always be available? If the CRM system goes down, it’s Really Simple, your sales people can’t sell. If you have an in-house system, make sure that your IT staff understand the data structure and can rebuild the system if it fails. If you choose a hosted system, check the vendor’s Service Level Agreement, standby procedures and disaster recovery plans if their main datacentre fails, and regularly get a local backup of the data for your own piece of mind. Can it expand with us? Make sure that the technology can cope Really Simply with multiple offices and, if expanding internationally, local time and date formats. From the pricing viewpoint, check whether additional user licenses are available Really Simply and at the same price, a cheaper price or a more expensive price if the system that you are acquiring has expansion limited to a certain number of users. Does the vendor value us? Really Simply, make sure that the vendor understands your business, so can help your team set the system up. Make sure that the vendor cares about your company.
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Really Simple Systems
The Long Barn, Ramsdean
Petersfield GU32 1RU
www.reallysimplesystems.com
+44 (0)1 730 823300
Six Really Simple questions a CMO should ask before CRM implementation.
C R M
s a le s
m a rke t i ng
s u pp o r t
ABOUT REALLY SIMPLE SYSTEMS
CRM
sales
market ing
support
At Really Simple Systems, we don’t believe technology should be allowed to get in the way of great Sales and Marketing. Invented by John Paterson, after he despaired of existing software solutions, the Really Simple CRM allows you keep to track of your sales leads and email marketing Really Simply. So allowing you to get on with the important business of selling things. Really Simple Systems Cloud CRM is aimed at small and medium sized organisations or departments of larger organisations who want a Really Simple web-based CRM sales, support and marketing system. The hosted CRM model is particularly suitable for companies with multiple locations and people who work remotely or at home. Really Simple prices start from £5 per user. John Paterson, CEO Really Simple Systems: John has used, implemented and overseen more CRM systems than he cares to admit to as a salesperson, sales manager, sales director, COO and CEO. As founder of Really Simple Systems he receives feedback from thousands of CRM users, and like them uses CRM to combine sales and marketing systems into one efficient Really Simple process. blog: www.reallysimplesystems.com/blog twitter: http://twitter.com/#!/reallysimplesys See more at: http://www.reallysimplesystems.com
CRM SUPPORT SOLUTIONS
• CONTACT MANAGEMENT
OPPORTUNITY MANAGEMENT
MARKETING
SERVICE & SUPPORT
INTEGRATION
MOBILE CRM
EMAIL SYNCHRONISATION
ACCOUNTING INTEGRATION
CRM API
CALENDAR
ONLINE CRM
CUSTOMISATION
SUPPORT
CONNECTING YOUR BUSINESS WITH REALLY SIMPLE TECHNOLOGY
WILL THE EVALUATION
SUCCEED?
If Marketing runs the evaluation, chances are
Sales and Customer Services teams won’t
want to use the system. If everybody is
involved in the choice, the final solution risks
being overly complicated and will die a slow
death once rolled out. Make sure you focus
on making the system Really Simple to use,
and get the balance right between keeping
everybody happy and committee paralysis.
WILL IT ALWAYS BE AVAILABLE?
If the CRM system goes down, it’s Really Simple,
your sales people can’t sell. If you have an in-
house system, make sure that your IT staff
understand the data structure and can rebuild the
system if it fails. If you choose a hosted system,
check the vendor’s Service Level Agreement,
standby procedures and disaster recovery plans
if their main data center fails, and regularly get a
local backup of the data for your own piece of
mind.
Six Really Simple questions that a CMO should ask
before committing to a new CRM
CAN IT EXPAND WITH US?
Make sure that the technology can cope
Really Simply with multiple offices and, if
expanding internationally, local time and date
formats. From the pricing viewpoint, check
whether additional user licenses are available
Really Simply at the same price, a cheaper
price or a more expensive price if the system
that you are acquiring has expansion limited
to a certain number of users.
REALLY SIMPLE SYSTEMS
Really Simple Systems Cloud CRM is aimed at small and medium sized businesses who want a Really Simple, easy to use
web-based CRM sales, support and marketing system. With over 5,000 users Really Simple Systems is one of the world’s
largest providers of Cloud CRM systems and has offices in the UK and Australia.
As well as providing sales and marketing systems, Really Simple Systems has the same challenge of all businesses - to
generate new sales through marketing. We use both eMarketing/Digital Marketing and traditional techniques such as
exhibitions and PR.
DOES THE VENDOR VALUE US?
The answer is Really Simple. Make
sure that the vendor understands your
business, so can help your team set the
system up. Make sure that the vendor
cares about your company
WILL MY PEOPLE USE IT?
The number one cause of CRM
failure is that the people won’t or
don’t use it. Make sure your system
is fast and Really Simple to use.
Ensure features do not get in the
way of usability. Bring a wide that
people are bought in to the project,
that management reinforces the
system’s use and importance.
CAN WE GET THE DATA OUT?
Sooner or later you’ll need to get the raw data out of the
CRM system, Really Simply,
with for analysis or migration.
With an in-house system, you
will have your data stored in an industry standard file system,
such as Microsoft SQL Server.
With a hosted system, you can get a complete copy of your
data whenever you want in a sensible format.
TELEPHONE SUPPORT
+44 1730 823 300
Open during UK office hours
Or tweet us
@Real lySimpleSys
